Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Vincent is a financial professional with over 20 years of experience in the financial services industry. Sean has been a registered representative of Janney Montgomery Scott LLC since 2006 and is currently located at their Greenville, Delaware office. Previously, Sean has worked for a number of other firms including Vanguard Marketing Corporation, Nationwide Securities, Inc., and 1717 Capital Management Company. Sean is a Series 7, 24, 63, and SIE licensed professional and has a strong focus on serving high net worth individuals, corporations, and pension and profit-sharing plans. Sean's experience and expertise at Janney Montgomery Scott LLC helps clients achieve their financial goals through a variety of services including portfolio management, financial planning, and investment advisory.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
04/29/2019 - Present
Janney Montgomery Scott LLC (Greenville DE)
PA
10/19/2016 - 04/26/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
05/05/2006 - 11/01/2016
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
OH
11/07/2003 - 05/02/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
DE
10/30/2001 - 05/02/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
CO
10/19/1999 - 03/23/2001
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/17/1999 - 10/01/1999
NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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